Versatile Tax Professional and Customer Specialist

Carla Schneider

PROFESSIONAL SUMMARY

Hardworking, reliable and focused on going above and beyond to

support the team and serve customers. Motivated to continue to

learn and grow as a professional.

Dependable worker equipped for fast-paced work and changing

daily needs. Serves customers effectively with attention to detail and hardworking approach. Seeks out opportunities to go beyond basics, improve processes and increase customer satisfaction.

EDUCATION

1. Genesee Community College

Accounting in Applied Sciences

Batavia, NY

Dean's List Honoree 3 semesters

GPA 3.7

SKILLS

Effective Communication Skills

Excel

Windows

Lotus 123

Customer Service

Evaluation

Member Relations

2. Various State & Federal classes for taxation. ie..PTIN (personal Identification Number) & Ca req.

3. License for Ca Life Insurance Sales.

4. Recently passed the health Insurance sales state exam in August 2023

LANGUAGE

English

Experience related to Tax prep;

H&R Block, Tax Preparer II

Dansville, NY - Sept 2014 - May 2017

Moved to CA

Made outbound calls with focus on qualifying meaningful customer contacts.

Observed professional and personal ethical standards.

Prepared tax accruals and reconciliation.

Communicated with clients and taxing jurisdictions via phone and email.

Reviewed client data in relation to tax preparation and compliance.

Wrote detailed reports to present diligence findings to clients.

Prepared estimated federal and state income tax payments.

Other jobs;

1. Amazon warehouse

Orland, Ca.

June 2023-Present

2. Banker's Life

Chico, Ca

July 2023-Nov 2023.

3. American Income Life Insurance

Virtual San Diego

Nov. 2022 - July 2023

Selling Life Insurance &

Customer relations.

4. Hall Brother's Mortuary

Corning Ca - Nov. 2021 - Present

On-call driver for decedent removal.

5. Damien Schneider, Head Housekeeper

Chico, Ca -Jan 2018 - Aug 2021

Reason for leaving: Family moved to NY State

Performed basic housekeeping activities such as cleaning all living areas, porches and garage.

Collected mail, did grocery shopping as well as errand travel.

Provided positive feedback on a daily basis.

Fed and maintained cats and plants as well.

6. Village Tavern & Restaurant

Waitress/Hotel Housekeeper

Hammondsport, NY - May 2013 - Dec 2016

Reason for leaving: Owner developed Alshimer's

Followed proper payroll, uniform and grooming policies and procedures.

Vacuumed, swept, mopped and cleaned carpets and flooring.

Took guest orders and delivered tickets to the kitchen staff.

Provided one on one customer service with attention to detail.

Reported items in need of repair to supervisor immediately.

Acted with integrity by respecting guest privacy while maintaining confidentiality of proprietary information.

Collected cash, credit cards, checks and debit cards for payment of services with accurate results.

Maintained accurate knowledge of local and state attractions for guest inquiries.

7. Park Inn, Bartender/Waitress

Hammondsport, NY - May 1998 - Oct 2016

Reason for leaving: Owner died & the restaurant was sold.

Handled cash transactions, counted money and dispersed correct

change.

Maintained proper accounting and cash handling procedures

Received orders and served food and drinks to customers at the car.

Followed reservation, check-in, room charge and comp policies

and procedures.

Listened to and resolved customer complaints regarding services,products and personnel.

Cleaned and maintained all bar areas, bar storage, coolers and

equipment.

Prepared drinks according to recipe and manufacturing standards.

Observed guest behaviors and cues to avoid over intoxication and disorderly conduct.

Cleaned and sterilized glasses, utensils and bar equipment.

Checked customers identification to confirm it met legal drinking age.

8. Snug Harbor, Chef's assistant/Waitress

Hammondsport, NY - Apr 2015 - Jul 2016

Reason for leaving: Fire in the restaurant closed for season.

Followed kitchen procedures, policies and standards.

Maintained clean and orderly walkin freezers, dry storage, cooking areas and prep areas.

Listened to and learned the daily chef routine complete with recipe following and timing issues.

Took orders for food and drinks from customers and delivered

them to the kitchen area for preparation.

Completed cash, credit and other payment transactions from

customers using the POS.

Worked independently to satisfy customers complaints and also

with leaders in the company with regard to procedures and policies.

9.

10. Keuka Premier Properties, call conflict

Penn Yan, NY - May 2015 - Sept. 2016

Reason for leaving: Job ended. company moving & downsizing.

Answer phones, correct mistakes for incoming guests, make

deliveries to guest houses for both cleaners as well as guests.

Resolve conflict after guests arrive or before they arrive, also, while they are residing in the residences.

11. Custom Manufacturing Inc., Archival box maker

Hammondsport, NY - Jun 2011 - Jun 2013

Reason for leaving: Working as an independent contractor &no hope for advancement.

Identified, analyzed and applied problem-solving techniques.

Analyzed information, considered all options and recommended

solutions.

Used excellent time management to prioritize work and adapt to

changes.

Arrived on time and ensured all work was completed within set

timeframes.

Used complex problem-solving abilities to resolve issues.

Organized files and records, followed administrative procedures and provided general office support.

Made good decisions regarding company, co-workers and

customer impact.

Used interpersonal skills to help build solid relationships.

Worked well with different types of people to address challenges and solve problems collaboratively.

Built trust by listening and understanding all perspectives before taking action

Communicated clearly and effectively, considering others' points of view to reach understanding and agreement.

Provided high-quality customer service with every interaction.

ADDITIONAL EXPERIENCE:

Volunteer at the Honey Bee Discovery Center, Orland, Ca

Educate the public about the benefits of bees.

Volunteer at Ira Davenport Hospital, Bath, New York

Transport patients to physical therapy, Run Blood & Other fluids to the lab for testing out of the ER, Patient relations, Front door greeter .

Contact this candidate